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Divorce Financial Planning
A time of extreme emotional and financial turbulence, the divorce process creates feelings of stress and vulnerability. Life is disrupted, and standards of living for spouses and children can be changed drastically. Financial expertise from a Certified Divorce Financial Analyst® is critical throughout the divorce process.
Klein Financial Advisors can help with a constructive and compassionate approach every step of the way. We provide expert guidance through your tax, financial and investment decisions before, during and after the divorce. We can forecast the long-term effects of the settlement and give both partners a clearer view of their financial futures. Additionally, Klein Financial Advisors approaches a settlement that fully addresses the financial needs and capabilities of each party and enables both parties to feel that they are protecting themselves and their children.
Our firm researches and analyzes personal, business and tax issues related to divorce. Our mission is to help individuals, couples, divorce attorneys and divorce mediators to achieve fair and workable settlements and to enable you to move forward with dignity and confidence.
Pre-Divorce
Prior to the divorce, Klein Financial Advisors works with you to look at the big picture and analyze the monetary assets and liabilities, calculate income and expenses and prepare a careful written financial plan for the future. We help you to arrive at strategic decisions that keep you focused on financial goals.
During Divorce
During the divorce process, we evaluate tax planning, cash flow, inflation, investments and returns as well as determining long-term goals based on a monthly budget. We also help to determine property, alimony and child support payments. Throughout the process we work together with your attorney or mediator to provide the most thoughtful and comprehensive approach.
After Divorce
Klein Financial Advisors continues to help you after the settlement by providing the expertise to establish a solid financial plan, asset protection and tax planning and preparation. We ensure that you amend your estate plan and keep track of any other changes in your financial situation that have been impacted by your divorce.
Collaborative Divorce
Alternative dispute resolution, or collaborative divorce, takes a team approach to the legal, emotional and financial issues that come up in divorce. Avoiding protracted legal battles, this approach helps divorcing couples to protect themselves financially and emotionally, ensure the best possible outcome for their children and position themselves for the future. Klein Financial Advisors will help you to navigate the financial aspects of this challenging period of your life.
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